CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in CALM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $54,433,757 | 684,099 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $63,726,025 | 677,216 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $65,258,745 | 655,011 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $60,385,233 | 664,304 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $66,293,859 | 644,130 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $46,489,934 | 621,191 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $33,055,338 | 561,688 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $30,328,835 | 528,469 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $24,145,456 | 498,667 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $17,911,889 | 484,236 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $16,231,573 | 448,882 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $15,106,160 | 417,182 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $14,802,803 | 385,289 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $14,158,548 | 377,159 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $13,706,723 | 357,225 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $15,093,843 | 339,340 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $16,527,771 | 375,802 | Shares | Sole | 2020-05-15 |